Guiding you through every financial stage
At CONA Wealth, we partner with you to help you create, protect, and grow your wealth—offering strategies that address today’s needs while preparing you for tomorrow’s opportunities and challenges.
CONA Wealth’s Unique Edge
We build trusted, long-term partnerships that deliver personalized, holistic wealth management strategies — always looking ahead to anticipate your needs and guide you proactively.
We specialize in helping individuals and families, as well as entrepreneurs and business owners, confidently navigate financial decisions at every stage of life. From building and protecting wealth to planning for transitions and leaving a legacy, we deliver tailored strategies rooted in clarity, transparency, and long-term results.
Why CONA
What CONA Wealth Offers
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Plan & Grow Your Wealth
Build a strong financial foundation with tailored investment and growth strategies.
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Protect & Exit Your Business
Safeguard your business and prepare for a smooth, profitable exit.
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Navigate Life Changes
Experienced guidance through transitions such as divorce, retirement, or sending kids to college.
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Secure Your Legacy
Create a lasting impact with thoughtful estate and legacy planning.
Meet Our Advisors
Kelly Landry, ChFC®, CDFA®
Richard Eddy, CIMA
Hear From Our Clients
CONA Client Jill discusses rebuilding after several life challenges.
CONA Clients Alex and Stephanie talk about the personalized care they receive from the CONA team.
These testimonials are from current clients based on their individual experience and may not be representative of the experience of other customers and should not be considered a guarantee or indication of future performance of success. These individuals were asked to provide this testimonial and were not compensated for their reviews.
Get started with CONA today.
At CONA Wealth, we don’t just manage wealth—we help you live with confidence, knowing your plan is working for you. Whether you’re an entrepreneur building your business or a family planning for future generations, we’re here to guide you every step of the way.